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Prio Wealth Limited Partnership’s Hingham Institution for Saving HIFS Stock Holding History

Prio Wealth Limited Partnership’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-812
Closed -$224K – 250
2022
Q4 		$224K Hold
812
– – 0.01% 235
2022
Q3 		$204K Buy
+812
New +$237K 0.01% 238

Other funds holding HIFS

PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prio Wealth Limited Partnership's HIFS Position: Q1 2023 in Review

Prio Wealth Limited Partnership sold out of Hingham Institution for Saving (HIFS) in Q1 2023, closing a stake of 812 shares — an estimated $224K sold.

Prio Wealth Limited Partnership first reported a position in HIFS in Q3 2022 and held it in 2 quarters. The position peaked at $224K in Q4 2022. 91 funds tracked by Wall St. Rank hold HIFS as of Q1 2023.

  • Prio Wealth Limited Partnership reported no remaining Hingham Institution for Saving position as of Q1 2023 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 812 Hingham Institution for Saving shares in Q1 2023, an estimated $224K.
  • Prio Wealth Limited Partnership first reported a position in Hingham Institution for Saving in Q3 2022 and held it in 2 quarters.
  • Prio Wealth Limited Partnership's Hingham Institution for Saving position peaked at $224K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q1 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2023, filed 12 May 2023.